Allow advisors to make a note on a grant request submissions
We have several Donor Advised funds where the fund adviser submits grant requests through their donor portal but the advisers would like the checks sent to them so that they can deliver them personally. Is there a way to add a note field so that they can tell me that with the grant request?
3
votes
Vicky Ferderer
shared this idea
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Anonymous
commented
Maybe even better would be a few check boxes. "Send to Grantee" (could be the default), "Hold", and "Contact Me" might be acceptable choices.